Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.555 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47504.04 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46109.19 Kr¶
PnL: ---------------------------------------> -779.38 Kr¶
DD now: ---------------------------------> -2.315 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-13 13:44:25.247121'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | -2.410000 | 3161.600000 | 190.600000 | 6.420000 | 2971.000006 |
| HEBA B | 70 | -2.130000 | 2737.000000 | 101.000000 | 3.830000 | 2636.000010 |
| Corem Property Group B | 59 | -0.540000 | 654.310000 | 77.310000 | 13.400000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | 1.410000 | 431.400000 | 76.400000 | 21.520000 | 355.000000 |
| HMS Networks | 2 | -1.230000 | 706.800000 | 33.800000 | 5.020000 | 673.000000 |
| Eastnine | 4 | -0.160000 | 508.800000 | 17.800000 | 3.630000 | 491.000000 |
| Norva24 Group | 16 | -2.780000 | 560.000000 | 17.000000 | 3.130000 | 543.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.160000 | 261.120000 | 15.120000 | 6.150000 | 246.000000 |
| OEM International B | 7 | -1.150000 | 542.500000 | 14.500000 | 2.750000 | 527.999997 |
| Resurs Holding | 22 | 0.450000 | 586.300000 | 12.300000 | 2.140000 | 573.999998 |
| Coor Service Management Hold. | 8 | -0.070000 | 544.000000 | 12.000000 | 2.260000 | 532.000000 |
| Midsona B | 63 | -2.400000 | 590.310000 | 7.310000 | 1.250000 | 582.999984 |
| Intrum | 4 | -0.930000 | 531.000000 | 4.000000 | 0.760000 | 527.000000 |
| Karnov Group | 9 | 1.530000 | 539.100000 | 3.100000 | 0.580000 | 536.000004 |
| AcadeMedia | 12 | 0.780000 | 559.200000 | 2.200000 | 0.390000 | 557.000004 |
| Creaspac SPAC | 6 | 0.310000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Handelsbanken A | 5 | -2.060000 | 545.500000 | -0.500000 | -0.090000 | 546.000000 |
| Essity B | 2 | -1.210000 | 573.000000 | -1.000000 | -0.170000 | 574.000000 |
| Essity A | 4 | -0.170000 | 1148.000000 | -1.000000 | -0.090000 | 1149.000000 |
| MedCap | 2 | -2.560000 | 419.000000 | -2.000000 | -0.480000 | 421.000000 |
| Swedbank A | 3 | -2.050000 | 558.450000 | -5.550000 | -0.980000 | 564.000000 |
| Securitas B | 6 | -0.680000 | 563.160000 | -6.840000 | -1.200000 | 570.000000 |
| Nordea Bank Abp | 29 | -1.400000 | 3442.300000 | -11.700000 | -0.340000 | 3453.999992 |
| Fastighetsbolag. Emilshus Pref | 21 | -5.600000 | 549.150000 | -12.850000 | -2.290000 | 562.000005 |
| CTEK | 13 | 0.960000 | 518.050000 | -15.950000 | -2.990000 | 533.999999 |
| FM Mattsson Mora Group B | 50 | -0.170000 | 2895.000000 | -32.000000 | -1.090000 | 2927.000000 |
| Boozt | 12 | -0.960000 | 1615.200000 | -38.800000 | -2.350000 | 1653.999996 |
| Vivesto | 1368 | 1.040000 | 559.240000 | -53.760000 | -8.770000 | 612.999432 |
| International Petroleum Corp. | 5 | 1.170000 | 518.500000 | -76.070000 | -12.790000 | 594.565215 |
| SAAB B | 8 | -1.070000 | 3264.800000 | -112.200000 | -3.320000 | 3377.000000 |
| Sampo Oyj SDB | 7 | -1.200000 | 3731.000000 | -119.000000 | -3.090000 | 3850.000000 |
| OX2 | 18 | -0.520000 | 1536.300000 | -127.700000 | -7.670000 | 1663.999992 |
| Axfood | 13 | -0.580000 | 3558.100000 | -197.900000 | -5.270000 | 3756.000001 |
| Ovzon | 52 | 2.230000 | 3094.000000 | -268.000000 | -7.970000 | 3361.999992 |
| Fasadgruppen Group | 35 | -0.790000 | 3528.000000 | -283.000000 | -7.430000 | 3810.999990 |
| TOTAL | 46109.190000 | -779.380000 | -2.31514% | 46888.564618 |
Updated:¶
'2023-01-13 13:44:38.293557'
None
Last optimization/rebalancing:¶
'2022-12-04'
Next optimization/rebalancing:¶
'2023-01-13'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
